Free from Atlas · SEC filings as of October 1, 2026
The RIA database
Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics
- Registered RIAs
- 17,210
- Regulatory AUM
- $177.9T
- Use more than one custodian
- 4,024
- Hybrid
- 3,733
Where their clients’ assets sit. Select a custodian to filter the list.
Filters1
Every investment adviser registered with the SEC, from its latest Form ADV. Advisers registered only with a state aren’t in the SEC’s data. For news on a firm, see Firms we cover; each firm we report on links to its record here.
6,418 firms manage $13.6 trillionCharles Schwab
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- 11934Dominguez Wealth Management Solutions, Inc.Wealth managerHybrid$213M
- 11935J.E. Simmons & Co., P.C.Asset manager$213M
- 11937Financial Freedom HouseWealth manager$213M
- 11938Sensenig Capital Advisors, Inc.Wealth manager$213M
- 11939Mathis Wealth ManagementWealth managerHybrid$213M
- 11940Sacks & Associates, LLCWealth manager$213M
- 11941BCK Partners, Inc.Wealth manager$213M
- 11942Gibraltar Wealth Management, LLCWealth manager$213M
- 11944Harding Wealth, Inc.Wealth manager$213M
- 11946UP Capital Management, Inc.Wealth manager$213M
- 11947Urban Wealth Management OR UWMWealth manager$213M
- 11950Sackett Wealth Advisors, Inc.Wealth manager$212M
- 11951Coastwise Capital Group, LLCWealth manager$212M
- 11952Altius Financial, Inc.Wealth manager$212M
- 11954Patrick Mauro Investment Advisor, Inc.Wealth manager$212M
- 11955Madrid Wealth ManagementWealth manager$212M
- 11956JH AdvisorsWealth manager$212M
- 11957Bravias FinancialWealth manager$212M
- 11962Orca Investment Management, LLCWealth managerHybridPaulson Investment Company LLC, clears through Axos Clearing, Vision Financial Markets$212M
- 11966KRM Financial Planning & Wealth Management, LLCWealth manager$211M
- 11968Virtue Asset Management LLCWealth manager$211M
- 11971Centric Advisors, LLCWealth manager$211M
- 11973Financial RoundsWealth manager$211M
- 11975Peltoma Capital PartnersWealth manager$211M
- 11976Halbert Wealth Management, IncWealth manager$211M
- 11977Apex Investment GroupWealth manager$211M
- 11979WMK Investment PartnersWealth manager$211M
- 11981Refined Wealth ManagementWealth manager$211M
- 11982Sound Financial, LLCWealth manager$211M
- 11983Traub Capital ManagementWealth manager$211M
- 11984Wealthcare Asset Management, LLCWealth manager$211M
- 11987Mason Capital PartnersWealth manager$211M
- 11988Fairbanks Capital Management, Inc.Wealth manager$211M
- 11992Guerra PAN Advisors, LLCWealth manager$210M
- 11994Fidelis Wealth AdvisorsWealth managerHybrid$210M
- 11995KDT Advisors, LLCAsset manager$210M
- 11996Baring Financial LLCWealth manager$210M
- 11997Mark Gillam EnterprisesWealth manager$210M
- 11998Independence Wealth Advisors, LLCWealth manager$210M
- 12001Smart Portfolios, LLCWealth manager$210M
RIAs by state
- Alabama92
- Alaska9
- Arizona212
- Arkansas57
- California1,873
- Colorado359
- Connecticut507
- Delaware39
- District of Columbia59
- Florida1,090
- Georgia331
- Hawaii20
- Idaho54
- Illinois684
- Indiana146
- Iowa91
- Kansas134
- Kentucky85
- Louisiana82
- Maine32
- Maryland227
- Massachusetts627
- Michigan305
- Minnesota276
- Mississippi34
- Missouri196
- Montana24
- Nebraska71
- Nevada77
- New Hampshire78
- New Jersey392
- New Mexico25
- New York2,591
- North Carolina288
- North Dakota9
- Ohio403
- Oklahoma84
- Oregon156
- Pennsylvania564
- PR49
- Rhode Island49
- South Carolina116
- South Dakota14
- Tennessee227
- Texas1,081
- Utah151
- Vermont33
- VI2
- Virginia300
- Washington271
- West Virginia12
- Wisconsin195
- Wyoming25